Ownership history in BSW Wealth Partners · 13 quarters on record
This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in ISHARES TR (IDEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 340,665 | -6,342 | -1.8% | 3.37% | $28.1M | $82.48 |
| 2025 Q3 | ADDED | 347,007 | +31,662 | +10.0% | 3.46% | $27.8M | $78.70 |
| 2025 Q2 | ADDED | 315,345 | +13,251 | +4.4% | 3.29% | $24.0M | $74.65 |
| 2025 Q1 | ADDED | 302,094 | +10,811 | +3.7% | 3.16% | $20.8M | $66.49 |
| 2024 Q4 | ADDED | 291,283 | +23,485 | +8.8% | 2.76% | $18.8M | $62.22 |
| 2024 Q3 | ADDED | 267,798 | +23,526 | +9.6% | 2.85% | $19.0M | $67.35 |
| 2024 Q2 | ADDED | 244,272 | +59,804 | +32.4% | 2.63% | $16.0M | $62.41 |
| 2024 Q1 | ADDED | 184,468 | +166,904 | +950.3% | 2.10% | $12.4M | $62.76 |
| 2023 Q4 | ADDED | 17,564 | +13,462 | +328.2% | 0.22% | $1.1M | $59.52 |
| 2023 Q3 | ADDED | 4,102 | +40 | +1.0% | 0.05% | $239K | $53.74 |
As of 2025 Q4 — sorted by position size